SoFi Wealth

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SoFi Wealth — overview

Assets Under Management

Type

Wealth Manager

Location

San Francisco, CA, US

Alternative Asset Classes

-

About

Sofi Wealth is a San Francisco, US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The offers internet-based financial planning, asset allocation, investment management, portfolio management, and wealth management services. The firm advises individuals and high-net-worth individuals.

SoFi Wealth - known decision makers (63)

Contact NamePositionLocationEmailTelephoneAsset Class
Board MemberSan Francisco, USGEN
Board Member, Board of DirectorsSan Francisco, USGEN
Board Member, Board of DirectorsSan Francisco, USGEN
Cheif Compliance OfficerSan Francisco, USGEN
Chief Executive Officer, Board MemberSan Francisco, USGEN

Showing 5 of 63 known decision makers SoFi Wealth

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